INVESTED ADVISORS
STATE COLLEGE PA · SEC CIK 0002090165
$9,902.96万2026Q1 申报市值
138持仓数
35.1%前十大占比 · 第一大 5.2%
10 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ISTB 加仓+$74.12万
ACWX 加仓+$42.21万
TTE 新建仓+$31.82万
FBND 新建仓+$30.35万
MPC 新建仓+$25.03万
2026Q1 卖出最多 按季末市值估算
IWD 减仓-$41.22万
ROP 清仓-$22.52万
JNJ 减仓-$22.27万
CCI 清仓-$21.46万
SPIB 清仓-$21.11万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GBDC | GOLUB CAP BDC INC | $27.76万 | 0.28% | 21,927 | 623 | 2.9% | $7,887 | 加仓 |
| ENB | ENBRIDGE INC | $27.51万 | 0.28% | 5,082 | -90 | -1.7% | -$4,873 | 减仓 |
| SPTI | SPDR SERIES TRUST | $27.26万 | 0.28% | 9,511 | 156 | 1.7% | $4,471 | 加仓 |
| HYG | ISHARES TR | $26.21万 | 0.26% | 3,294 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $26.20万 | 0.26% | 801 | -9 | -1.1% | -$2,944 | 减仓 |
| MRK | MERCK & CO INC | $26.13万 | 0.26% | 2,172 | 145 | 7.2% | $1.74万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $25.71万 | 0.26% | 5,538 | 722 | 15.0% | $3.35万 | 加仓 |
| IGLB | ISHARES TR | $25.59万 | 0.26% | 5,156 | 88 | 1.7% | $4,368 | 加仓 |
| MPC | MARATHON PETE CORP | $25.03万 | 0.25% | 1,025 | 1,025 | — | $25.03万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $24.84万 | 0.25% | 3,083 | 3,083 | — | $24.84万 | 新建仓 |
| ING | ING GROEP N.V. | $24.48万 | 0.25% | 9,396 | 136 | 1.5% | $3,543 | 加仓 |
| DIS | DISNEY WALT CO | $24.45万 | 0.25% | 2,537 | 6 | 0.2% | $578 | 加仓 |
| CF | CF INDUSTRIES HOLD | $24.15万 | 0.24% | 1,860 | 1,860 | — | $24.15万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $23.68万 | 0.24% | 10,528 | 178 | 1.7% | $4,003 | 加仓 |
| XEMD | BONDBLOXX ETF TRUST | $23.63万 | 0.24% | 5,377 | 222 | 4.3% | $9,757 | 加仓 |
| KO | COCA COLA CO | $23.25万 | 0.23% | 3,057 | -266 | -8.0% | -$2.02万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $22.99万 | 0.23% | 10,003 | -3,780 | -27.4% | -$8.69万 | 重新持有 |
| ASML | ASML HLDG NV | $22.98万 | 0.23% | 174 | 174 | — | $22.98万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $22.77万 | 0.23% | 10,171 | 10,171 | — | $22.77万 | 新建仓 |
| EMXC | ISHARES INC | $22.75万 | 0.23% | 2,892 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $22.74万 | 0.23% | 3,991 | 4 | 0.1% | $228 | 加仓 |
| UGI | UGI CORP NEW | $22.39万 | 0.23% | 6,147 | -98 | -1.6% | -$3,569 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $22.19万 | 0.22% | 5,665 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $22.18万 | 0.22% | 3,626 | -2 | -0.1% | -$122 | 减仓 |
| AMP | AMERIPRISE FINL INC | $21.86万 | 0.22% | 492 | 15 | 3.1% | $6,666 | 加仓 |
| GOOG | ALPHABET INC | $21.80万 | 0.22% | 760 | -12 | -1.6% | -$3,442 | 减仓 |
| ORCL | ORACLE CORP | $21.79万 | 0.22% | 1,481 | 67 | 4.7% | $9,856 | 加仓 |
| GLDM | WORLD GOLD TR | $21.40万 | 0.22% | 2,309 | -62 | -2.6% | -$5,747 | 减仓 |
| NUE | NUCOR CORP | $21.24万 | 0.21% | 1,256 | -4 | -0.3% | -$676 | 减仓 |
| — | EXXON MOBIL CORP | $20.60万 | 0.21% | 1,214 | 1,214 | — | $20.60万 | 新建仓 |
| DHR | DANAHER CORP DEL | $20.55万 | 0.21% | 1,084 | -20 | -1.8% | -$3,792 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $20.33万 | 0.21% | 13,762 | 291 | 2.2% | $4,298 | 加仓 |
| AMLP | ALPS ETF TR | $20.17万 | 0.20% | 3,832 | 3,832 | — | $20.17万 | 新建仓 |
| WMB | WILLIAMS COS INC | $20.10万 | 0.20% | 2,762 | 2,762 | — | $20.10万 | 新建仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $18.69万 | 0.19% | 17,603 | -333 | -1.9% | -$3,536 | 减仓 |
| BDN | BRANDYWINE RLTY TR | $10.36万 | 0.10% | 38,229 | 3,203 | 9.1% | $8,680 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $6.08万 | 0.06% | 25,447 | -70 | -0.3% | -$167 | 减仓 |
| — | GRANITE PT MTG TR INC | $2.50万 | 0.03% | 17,251 | -15,516 | -47.4% | -$2.25万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -506 | -100.0% | -$22.52万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -2,415 | -100.0% | -$21.46万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,243 | -100.0% | -$21.11万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -1,964 | -100.0% | -$20.85万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -838 | -100.0% | -$20.21万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -1,465 | -100.0% | -$20.19万 | 清仓 |